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Harris Oakmark Etf Trust shares owned by Oakworth Capital

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Harris Oakmark Etf Trust

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All positions including Harris Oakmark Etf Trust held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harris Oakmark Etf Trust by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.2k 250 28.64

More positions owned by Oakworth Capital

Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Ishares 0-1 Year Treasury Bond Mutual Fund/cor (SHV)
Jp Morgan Chase & Co Common Stock (JPM)
Alphabet Inc Sr Common Stock (GOOG)
Spdr Gold Shares Mutual Fund/sto (GLD)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Ishares Msci Emg Mkts Ex China Mutual Fund/sto (EMXC)
Walmart Common Stock (WMT)
Apple Common Stock (AAPL)

View all positions for Oakworth Capital

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
HPM Partners
LPL Financial
Advisor Group Holdings
Bank of America Corporation
Wealth Enhancement Advisory Services
Raymond James Financial
Abound Financial
Commonwealth Equity Services
Royal Bank of Canada
AI Financial Services
KWB Wealth
Steward Partners Investment Advisory
BEAM Asset Management
Appalachian Capital Management

View all funds holding Harris Oakmark Etf Trust